{"id":5946,"date":"2026-09-11T23:00:00","date_gmt":"2026-09-11T20:00:00","guid":{"rendered":"https:\/\/mikhailinvest.com\/trumps-grid-battery-ban-leaves-developers-guessing\/"},"modified":"2026-09-11T23:00:00","modified_gmt":"2026-09-11T20:00:00","slug":"trumps-grid-battery-ban-leaves-developers-guessing","status":"publish","type":"post","link":"https:\/\/mikhailinvest.com\/ru\/trumps-grid-battery-ban-leaves-developers-guessing\/","title":{"rendered":"Trump’s Grid Battery Ban Leaves Developers Guessing"},"content":{"rendered":"

The United States is trying to build up its energy storage capacities at a rapid scale. At the same time, it is trying to wean itself off of Chinese battery tech. In many ways, these two goals are in direct opposition to each other.<\/p>\n

China dominates global supply chains for clean energy tech in general, but especially when it comes to lithium-ion batteries, which power everything from your phone to your car. Approximately 80 percent of all battery cells in the world are made in China according to \u0446\u0438\u0444\u0440\u044b<\/a> from the International Energy Agency. What is more, Beijing controls the production of EV battery cathode active material (85 percent of global production) and anode active material (more than 90 percent), and refines the vast majority of the critical minerals involved in their manufacturing.<\/p>\n

The Trump administration is eager to challenge Beijing\u2019s outsized presence in the global energy sector as part of its stated goal to establish \u201cenergy dominance.\u201d Toward the end of August, the Trump administration declared a national emergency<\/a> that effectively bars the use of Chinese-made batteries in grid-scale energy storage systems, pointing to cybersecurity concerns as the rationale. In the same month, the federal government awarded $500 million in funding to seven companies working on battery minerals, manufacturing, and recycling with the express purpose of building up the domestic sector in order to reduce reliance on Chinese supply chains.<\/p>\n

\u0414\u043e\u0431\u0430\u0432\u044c\u0442\u0435 OilPrice.com \u0432 \u0441\u043f\u0438\u0441\u043e\u043a \u043f\u0440\u0435\u0434\u043f\u043e\u0447\u0442\u0438\u0442\u0435\u043b\u044c\u043d\u044b\u0445 \u0438\u0441\u0442\u043e\u0447\u043d\u0438\u043a\u043e\u0432 \u0432 Google. .<\/p>\n

However, these measures are falling short. Way short. \u201cIt takes decades and tens, if not hundreds of billions of dollars\u201d to build the kind of supply chains that would be capable of competing with China \u0441\u043e\u0433\u043b\u0430\u0441\u043d\u043e<\/a> to Tu Le, founder and managing director of Sino Auto Insights. \u201cWe don\u2019t have decades. We have five, six, seven years to try to become competitive,\u201d he was recently quoted by Quartz.<\/p>\n

\u201cWe have a ton of innovation coming out of the United States,\u201d Le went on to say. \u201cThese small fledgling companies are super innovative, but getting and building prototypes of what they\u2019re trying to sell is one thing. Being able to mass produce them at a high quality level, repeatably in the millions of units is another thing entirely.\u201d<\/p>\n

Moreover, critics have pointed out that the August 26 executive order is vaguely worded<\/a>, calling for the ban of \u201cany foreign-produced bulk-power system electric equipment\u201d, and may only serve to slow down the growth of the domestic energy storage sector. Analysis<\/a> from BloombergNEF notes that, as a result of the state of emergency and the uncertainty around its terms, battery projects \u201cface near-term delays or cancellations as developers await guidance, reconsider existing contracts, or shift suppliers.\u201d<\/p>\n

The effort may also be too little, too late to make up for the damage that the Trump administration has already done to the domestic battery manufacturing sector by rolling back critical Biden-era supportive legislation. Repealing laws supporting domestic manufacturers and the EV sector as a whole (which is far and away the largest market for these batteries on a global scale) has cost U.S. battery manufacturers time and money when both are in short supply.<\/p>\n

And then there is another critical dilemma: is the real problem that the Trump administration\u2019s efforts are insufficient, or that they are misguided entirely? \u201cAll this tension raises a broader question for me,\u201d Casey Crownhart wrote in an \u0441\u0442\u0430\u0442\u044c\u044f<\/a> for the MIT Technology Review this week:<\/a> \u201cHow much should countries take advantage of cheap, available tech, versus cutting off major sources to force development of their own factories even if that comes at a higher cost?\u201d<\/p>\n

Of course, allowing for the near-total monopolization of global critical infrastructure in the hands of just one country, and an authoritarian one at that, is also a bad option. It\u2019s a sticky situation that no executive order can solve overnight.<\/p>\n

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